HCR Wealth Advisors 13F: New $29M Stake in WCMI

HCR Wealth Advisors took a new position in First Trust WCM International Equity ETF WCMI on NYSEArca, according to a Form 13F filing with the Securities and Exchange Commission on October 15, 2026. Keep in mind that 13F filings are backward-looking and show holdings from the end of the reporting period rather than real-time trades.

What Changed in HCR Wealth Advisors's First Trust WCM International Equity ETF Position

The wealth management firm initiated a brand-new stake in the fund during the quarter. HCR Wealth Advisors purchased 1,510,851 shares. The reported value of the holding reached $28,827,037 at the time of the disclosure.

First Trust WCM International Equity ETF Stock Down 1.6%

The fund recently traded around $18.43 as of October 16, 2026. That price sits below its 50-day moving average of $19.48 and its 200-day moving average of $18.63. Over the past year, the shares have traded as low as $15.70 and as high as $20.24.

Dividend

The exchange-traded fund pays an annual dividend yield of 0.55% based on recent figures.

About First Trust WCM International Equity ETF

First Trust WCM International Equity ETF is an exchange-traded fund that normally invests at least 80% of its net assets in equity securities of companies located outside the United States. Institutional portfolio moves like this one give market watchers a look at how professional wealth managers allocate capital across international equities.

Bottom Line

HCR Wealth Advisors's new position offers a window into its strategy during the period. Because 13F filings reflect past holdings, observers will need to wait for subsequent quarterly updates to see if the firm holds or adjusts its stake. Investors should also note that these disclosures do not capture trades made after the reporting period ended.